Strategic Asset Alliance maintains a proprietary database of investment managers from which our clients can draw.
If you are an investment manager with insurance specialization and wish to be reviewed by SAA for inclusion in this database, please download the following questionnaire and return it to us.
Initial Questionnaire (53K Word document)
Complete and return this form if you are not already included in our database of investment managers.
Quarterly Update (33k Word document)
If you’re already in our database, use this form to update your profile to be sure your information is accurate.